Start free

One vault.
Four jobs.

Store your family's records. Share exactly what someone needs. Manage it all in one place. Protect it with encryption.

Start free See how it works

Try it: tap a category in the vault sidebar.

app.tagdata.co/homeLive demo · click around
Search or ask about your vault⌘KAddAB

Home

Alex Brooks · 6 items · last updated today

Favorites

See all
Passport United StatesPersonal
Lisinopril 10 mgHealth

Recently updated

All items
NameCategoryUpdated
Passport United StatesPersonal · IdentificationOct 14
Lease agreementOther · UnfiledOct 13
Lisinopril 10 mgHealth · MedicationsOct 11
Harbor Federal CheckingFinance · Cash AccountsOct 10
Evergreen LifeInsurance · Life InsuranceOct 4

Encrypted & synced

You decide who sees it

Views & SmartShares

Your information.
Your watch.
Your contract.

Share one record or one document with one person, for one purpose. Set an expiry, see when they open it, revoke it anytime.

Try it: tick what to share, send it, then tap View activity.

A SmartShare is a contract.

Gather & guard

Your records are scattered. Bring them home.

IDs, policies, statements and medical records live in drawers, inboxes and a dozen portals. TagData puts them in one place you control.

Organized

Every record has a template and a home.

Private AI

Scan, search and ask. The AI runs inside our own AWS account.

Shared on your terms

Send one record, not your whole life. Take it back anytime.

Templated data entry

Eight areas of your life, ready to fill in

Each area has templates that know what to ask, so you only type what you have.

Try it: pick a dimension to see its templates.

CategoriesPersonal

Personal

IDs, emergency contacts, certificates

AllPersonal InformationIdentificationEmergency ContactsCertificatesDocuments

CategoriesHealth

Health

Medical records, medications, providers

AllPersonal MedicalProvidersAllergiesHealth ConditionsMedicationsImmunizationsProceduresHospitalizationsTest ResultsFamily HistoryMedical Records

CategoriesEmployment

Employment

Employers, statements, resume

AllEmployersStatementsResume

CategoriesFinance

Finance

Accounts, cards, tax returns

AllBank ConnectionsCash AccountsMarketable SecuritiesMortgagesCredit CardsTax ReturnsDocuments

CategoriesInsurance

Insurance

Auto, health, home and life policies

AllAuto InsuranceDisability InsuranceHealth InsuranceLife InsuranceProperty InsuranceOther InsuranceDocuments

CategoriesVehicle

Vehicle

Vehicles, service, registration

AllVehiclesAuto ServicesDocuments

CategoriesProperty

Property

Homes, leases, personal items

AllReal EstatePersonal ItemsDocuments

CategoriesEducation

Education

Schools, certifications, awards

AllSchoolsCertificationsAwardsSkillsDocuments

The journey

Your information should live with you

Not in a stranger's database or a folder you can't find. In one vault, where every share happens on your terms.

01

Stop the hunt.

Store each record once, attach the documents that prove it, and find it in seconds.

02

Share, then see.

Give someone exactly what they need. See when they open it. Revoke it when they're done.

03

Nothing moves without you.

Where we're headed: clinics and banks sending records straight to your vault. Nothing comes in, and nothing goes out, without your approval.

Premium does the heavy lifting

A vault for everyone you look after, AI that fills in forms, unlimited sharing and a bank agent.

Premium · Multiple vaults

One account, a vault for each member of your family

Kids, a spouse, aging parents, even an estate. Switch in one click; each person's records stay separate.

Try it: tap the vault name to switch.

Search or ask about your vault⌘KAddAB

Home

Live demo · click around

Alex Brooks · 3 items · last updated Oct 14

Favorites

See all
Passport United StatesPersonal
Harbor Federal CheckingFinance

Recently updated

All items
NameCategoryUpdated
Passport United StatesPersonal · IdentificationOct 14
Harbor Federal CheckingFinance · Cash AccountsOct 10
Lisinopril 10 mgHealth · MedicationsOct 7

Premium · Scan & autofill

Snap a photo. We fill in the details.

Point your camera at a passport, license or insurance card and the fields fill themselves.

  1. Snap or upload a photo. AI running inside our own AWS account reads it.
  2. TagData suggests the fields it found.
  3. You review and edit. Nothing saves until you confirm.

Try it: pick a document and watch the fields fill themselves.

What are you scanning?Live demo · click around

Personal

Insurance

Add new ID

Upload a photo or PDF

We’ll read it and fill in the fields below.

Scanning your document…Reading the fields with AI — this usually takes a few seconds.

Filled 6 fields from your photo — review the flagged ones below.

Also save this photo to the item

Details

All optional — add what you have now, and edit any time.

ID typePassport

Scanned

Number563847291

Scanned · low confidence — double-check

Issued byU.S. Department of State

Scanned

CountryUnited States

Scanned

Date issued05/20/2021

Scanned

Expiration date05/19/2031

Scanned

ProviderSummit Health

Scanned

Plan typePPO

Scanned

Member IDXZK4821093

Scanned · low confidence — double-check

Group ID77120

Scanned

Payer IDSMH01

Scanned

Member nameAlex Brooks

Scanned

CancelSave

Premium · Unlimited sharing

Share as much as you need, exactly how you want

Basic includes 3 active SmartShares. Premium removes the limit, with per-item control, expiry dates and a full access journal.

Try it: keep adding SmartShares and watch Basic hit its limit.

SmartShares

Live demo · click around
Share by tap
Shared by you 3Shared with you 0
Search people, links, and items Show expired and revoked3 of 3 shares used

Pending invitations count toward this limit. Cancel one, or revoke a share you no longer need.

AL

Avery Lin

Person

2 items · View only · Expires in 7d

DR

Dr. Rivera

Person

1 item · View and download · Expires in 30d

SO

Sam Okafor

Person

1 item · View only · Expires in 14d

Premium · AI agent

Your bank accounts, filed for you

Connect a bank and TagData pulls in your accounts and a monthly snapshot, filed under Finance.

Try it: tap Refresh balances and watch each bank update.

CategoriesFinance

Finance

6 items · Accounts, cards, tax returns

All 6Bank ConnectionsCash Accounts3Mortgages1Documents2
Live demo · click around

Connected accounts

Link a bank to import its accounts, refresh balances on demand, and file account snapshots in Bank Documents.

Add bank
  • Harbor FederalConnectedManage

    2 accounts · last synced 10/9/2026

  • NorthbankConnectedManage

    1 account · last synced 10/9/2026

  • Silver State MutualConnectedManage

    1 account · last synced 10/9/2026

Premium · Vault assistant

Ask your vault. It answers from your records.

Answers come only from what you've stored, quoted exactly, with the record they came from. No guesses, no advice.

Try it: tap a question.

Vault assistant

Live demo · click around

Ask about your vault, or how TagData works. I read only your own records, and I don’t give advice.

Ask about your vault…

The assistant can make mistakes. Check anything important against the record itself.

Pricing

Start free. Go premium when you're ready.

TagData Basic is free, forever. Unlock sharing, tracking and AI with Premium.

Save 15%

TagData Basic

$0 free forever

Get organized and start your vault. No credit card needed.

Start with Basic
  • Data dashboard
  • Templated data entry across all 8 dimensions
  • Folder systems & document links
  • Up to 3 SmartShares

TagData Premium

$9 /month

Billed yearly · per member

Go Premium

Everything in Basic, plus

  • Multiple vaults for your whole family
  • AI scan & autofill from a photo
  • Unlimited SmartShares & granular controls
  • AI agent that gathers from your accounts
  • File tracking & access journal

Prices per member. Cancel anytime. Your Basic vault stays free.

Personal
Passports
Driver's License
Birth Certificates
Social Security
Marriage Certificates
Living Wills
Health
Prescriptions
Immunizations
Test Results
Employment
W-2s
Pay Statements
Resume
Finance
Bank Statements
Tax Documents
Credit Cards
Retirement Accounts
Insurance
Health Insurance
Auto Insurance
Life Insurance
Vehicle
Vehicle Titles
Registrations
Service Records
Property
Property Deeds
Leases
Personal Items
Education
Diplomas
Certifications
Awards

Everything that matters, in one place you control.

Basic is free forever. No credit card needed.

Try Tag today Watch the demo